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Phillips 66
PSX

Overview Fund Activity

1,754 hedge funds and large institutions have $39.3B invested in Phillips 66 in 2024 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 604 increasing their positions, 672 reducing their positions, and 124 closing their positions.

Holders
1,754
Holders Change
-13
Holders Change %
-0.74%
% of All Funds
25.38%
Holding in Top 10
18
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-33.33%
% of All Funds
0.26%
New
133
Increased
604
Reduced
672
Closed
124
Calls
$380M
Puts
$352M
Net Calls
+$27.5M
Net Calls Change
-$49.5M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$199M
2
Deutsche Bank
2
Deutsche Bank
Germany
$309M
3
Harris Associates
3
Harris Associates
Illinois
$1.29B
4
Citadel Advisors
4
Citadel Advisors
Florida
$116M
5
Amundi
5
Amundi
France
$388M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$6.36M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$549M
3
Norges Bank
3
Norges Bank
Norway
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$422M
5
Boston Partners
5
Boston Partners
Massachusetts
$393M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.35B 40,728,398 -249,639 -0.6%
BlackRock
2
BlackRock
New York
$4.09B 31,090,426 +248,729 +0.8%
State Street
3
State Street
Massachusetts
$3.66B 27,849,686 -826,862 -3%
Wells Fargo
4
Wells Fargo
California
$2.12B 16,153,480 -467,032 -3%
Harris Associates
5
Harris Associates
Illinois
$1.29B 9,794,562 +1,347,791 +16%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.14B 8,705,019 +282,299 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.11B 8,447,484 -31,614 -0.4%
Barclays
8
Barclays
United Kingdom
$919M 6,993,604 -757,885 -10%
Morgan Stanley
9
Morgan Stanley
New York
$893M 6,790,618 +36,890 +0.5%
Bank of America
10
Bank of America
North Carolina
$668M 5,083,631 +101,408 +2%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$549M 4,178,787 -8,619,165 -67%
Northern Trust
12
Northern Trust
Illinois
$545M 4,148,972 -138,710 -3%
Invesco
13
Invesco
Georgia
$495M 3,764,713 -698,730 -16%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$481M 3,656,408 +13,144 +0.4%
UBS Group
15
UBS Group
Switzerland
$479M 3,641,547 -43,257 -1%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$446M 3,394,670 -786,035 -19%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$422M 3,207,135 -2,403,523 -43%
Boston Partners
18
Boston Partners
Massachusetts
$393M 2,993,417 -1,866,361 -38%
Amundi
19
Amundi
France
$388M 2,928,761 +705,207 +32%
Charles Schwab
20
Charles Schwab
California
$381M 2,901,887 +16,941 +0.6%
UBS AM
21
UBS AM
Illinois
$331M 2,520,845 -119,292 -5%
Legal & General Group
22
Legal & General Group
United Kingdom
$310M 2,356,063 -254,942 -10%
Deutsche Bank
23
Deutsche Bank
Germany
$309M 2,352,270 +1,428,739 +155%
Goldman Sachs
24
Goldman Sachs
New York
$277M 2,110,550 -663,589 -24%
Barrow, Hanley, Mewhinney & Strauss
25
Barrow, Hanley, Mewhinney & Strauss
Texas
$273M 2,073,283 -740,296 -26%
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